Unclaimed Profile

Ross Matthew Gerber

GERBER KAWASAKI, INC.·SANTA MONICA, California

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record27 years registeredGERBER KAWASAKI, INC.

2716 OCEAN PARK BLVD #2020-2022, SANTA MONICA, CA 90405CRD# 2502747Firm CRD# 153649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ross Matthew Gerber · SANTA MONICA, CA

Registration

CRD #2502747 · GERBER KAWASAKI, INC. · 27 years registered

Brand Profile

Not yet started

Career History

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

Jul 2010 – present

INDEPENDENT CAPITAL MANAGEMENT

Jun 1999 – Jun 2010

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · June 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GERBER KAWASAKI, INC.

CRD 153649 · SEC 801-79339

AUM

$2.6B

Regulatory assets under management

Employees

17,360 client accounts

Services offered by GERBER KAWASAKI, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at GERBER KAWASAKI, INC. →

Introduction

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Frequently Asked Questions

What services does Ross Matthew Gerber offer?

Ross Matthew Gerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Ross Matthew Gerber's credentials?

Ross Matthew Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Matthew Gerber located?

Ross Matthew Gerber is based in SANTA MONICA, California, working with GERBER KAWASAKI, INC.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Ross Matthew Gerber charge for services?

Ross Matthew Gerber's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GERBER KAWASAKI, INC.?

GERBER KAWASAKI, INC. has approximately 48 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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